See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,524 | $58,879-63.4% | $178,490-87.9% | $73,488-70.7% |
| Participation rate | 33.3% | 66.2%-32.9pp | 81.9%-48.6pp | 70.7%-37.3pp |
| Annual return | 16.11% | 24.86%-8.8pp | 151.07%-135.0pp | 28.51%-12.4pp |
| Employer contribution / active EE | $475 | $2,236-78.7% | $5,011-90.5% | $2,270-79.1% |
| Participant deferral / active EE | $612 | $2,567-76.2% | $5,202-88.2% | $3,740-83.6% |
| Admin fee / account holder | $82 | $400-79.6% | $13,984-99.4% | $513-84.1% |